Christopher Kenneth Buelta

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2001 → 01/2025
  Lincoln Financial Advisors Corporation
  Brewster, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Brewster, NY

Previous Registrations

• 2004-02-06 → 2025-01-24
  Osaic Fa, Inc.
  Boston, MA
  Boston, MA
  Rye Brook, NY
  Brewster, NY

Other Businesses

1) CHRISTOPHER BUELTA 11 POND STREET #1 DORCHESTER MA 02125 CATEGORY: REAL ESTATE MANAGEMENT/RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: RENT START DATE: 05/01/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0. 2) CHRISTOPHER BUELTA 94 CARRIAGE HILL ROAD RYE BROOK NY 10509 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES INDEXED ANNUITIES, FIXED LIFE SETTLEMENTS, LONG TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 01/01/2017 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5.

Exams

• S66 Uniform Combined State Law Examination
  2002-03-01